Remote Virtual Consultant: Client Care & Relationship Builder

AO Globe Life; Bloomington (IL); Remote; USD 40,000 - 55,000; Full time

Benefits offered by this job

No cold calling

Work from home

Full training

Current tech stack

Job summary

AO Globe Life is seeking a virtual consultant who can assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative tasks like notes, appointment scheduling, and CRM hygiene. Interviews are conducted via Zoom.

The position offers work-from-home arrangements with full training and exposure to the current tech stack, alongside a pipeline of qualified leads and potential performance-based advancement.

Responsibilities

• Virtual consultant role: assess needs, teach options, and stay in the relationship after the first meeting.
• Admin duties: notes, appointments, CRM hygiene.
• Interviews on Zoom.

Job description

AO Globe Life is seeking a virtual consultant who can assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative tasks like notes, appointment scheduling, and CRM hygiene. Interviews are conducted via Zoom.

The position offers work-from-home arrangements with full training and exposure to the current tech stack, alongside a pipeline of qualified leads and potential performance-based advancement.